This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-14-2006
- Office Locations
- 1
Office Locations
About BHK Securities, LLC
BHK Securities, LLC is a Birmingham, AL advisory firm serving retail and institutional clients with asset management and planning (financial, estate, retirement and insurance). Portfolios emphasize diversified, risk-managed asset allocation, with heavy ETF usage alongside mutual funds and fixed income exposures. Custody commonly through Charles Schwab and Wells Fargo.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MEREDYTH ROBERTS HAZZARD
Chief Executive Officer, Chief Financial Officer, Finop
- CRD
- #1427196
- Ownership
- Less than 5%
JAMES BAILEY KNIGHT
Chief Compliance Officer, Partner
- CRD
- #2787109
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MELISSA NORRIS BALDWIN
Director
- CRD
- #3204208
ROBERT LEE BARNETT
Financial Advisor
- CRD
- #1343915
Signal meridian
Zenith pathway frontier
- CRD
- #64507
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,745,394 | $868,975 |
| Non-Discretionary | $73,701,883 | $609,106 |
| Total | $128,447,277 | $698,083 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $128,447,277
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $479,950,377 | 32.0% |
| Public Funds | $572,940,763 | 38.2% |
| Cash | $446,953,789 | 29.8% |
| Total | $1,499,844,929 | 100.0% |